The AdvisorPeak Blog

Salt Lake City, Utah —May 08, 2019 — Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former CEO of TradeWarrior, will act as...

We are happy you found us. We've been busily building a completely redesigned and rewired rebalancing software tool for financial advisors. Our tool is the culmination of 10 years of experience in the industry and feedback from hundreds of customers. AdvisorPeak hails...